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Atwood & Palmer Portfolio holdings

AUM $1.87B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
+0.38%
1 Year Est. Return
+24.22%
3 Year Est. Return
+82.33%
5 Year Est. Return
+97.89%
10 Year Est. Return
+352.71%
AUM
$1.77B
AUM Growth
+$12.4M
Cap. Flow
+$35.5M
Cap. Flow %
2%
Top 10 Hldgs %
31.75%
Holding
562
New
76
Increased
100
Reduced
96
Closed
31

Top Buys

Rank Stock Value
1
NOK icon
Nokia
NOK
+$18.1M
2
BABA icon
Alibaba
BABA
+$15.1M
3
IVSS
Applied Finance IVS US SMID ETF
IVSS
+$3.28M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.44M
5
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.41M

Top Sells

Rank Stock Value
1
DKNG icon
DraftKings
DKNG
+$14.6M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.4M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
4
PLTR icon
Palantir
PLTR
+$1.08M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$934K

Sector Composition

Rank Sector Weight
1 Technology 17.58%
2 Healthcare 12.79%
3 Financials 9.32%
4 Industrials 8.44%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
426
Equinix
EQIX
$103B
$2.94K ﹤0.01%
3
-10
-77% -$8.89K
ROP icon
427
Roper Technologies
ROP
$39.8B
$2.83K ﹤0.01%
8
– –
XLF icon
428
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$2.81K ﹤0.01%
57
– –
CMI icon
429
Cummins
CMI
$88.7B
$2.69K ﹤0.01%
+5
New +$2.83K
QUAL icon
430
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$2.69K ﹤0.01%
14
– –
XLB icon
431
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$2.6K ﹤0.01%
52
– –
CCB icon
432
Coastal Financial
CCB
$693M
$2.51K ﹤0.01%
33
– –
RCL icon
433
Royal Caribbean
RCL
$85.6B
$2.48K ﹤0.01%
+9
New +$2.68K
ACM icon
434
Aecom
ACM
$9.75B
$2.38K ﹤0.01%
28
– –
KEYS icon
435
Keysight
KEYS
$58.3B
$2.26K ﹤0.01%
+8
New +$2K
EXC icon
436
Exelon
EXC
$47B
$2.25K ﹤0.01%
46
– –
BIIB icon
437
Biogen
BIIB
$30.7B
$2.2K ﹤0.01%
12
+7
+140% +$1.29K
CASY icon
438
Casey's General Stores
CASY
$30.9B
$2.18K ﹤0.01%
3
– –
ADSK icon
439
Autodesk
ADSK
$52.6B
$2.15K ﹤0.01%
9
-34
-79% -$8.55K
CI icon
440
Cigna
CI
$74.6B
$2.13K ﹤0.01%
8
– –
XLK icon
441
State Street Technology Select Sector SPDR ETF
XLK
$124B
$2.13K ﹤0.01%
+16
New +$2.25K
UL icon
442
Unilever
UL
$136B
$2.11K ﹤0.01%
37
– –
AMH icon
443
American Homes 4 Rent
AMH
$12.5B
$2.04K ﹤0.01%
73
– –
BA icon
444
Boeing
BA
$185B
$1.99K ﹤0.01%
+10
New +$2.28K
UPS icon
445
United Parcel Service
UPS
$88.9B
$1.97K ﹤0.01%
20
– –
CIEN icon
446
Ciena
CIEN
$58.4B
$1.94K ﹤0.01%
+5
New +$1.53K
HWM icon
447
Howmet Aerospace
HWM
$112B
$1.84K ﹤0.01%
+8
New +$1.86K
TLH icon
448
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$1.71K ﹤0.01%
+17
New +$1.74K
DELL icon
449
Dell
DELL
$293B
$1.64K ﹤0.01%
10
– –
MTSI icon
450
MACOM Technology Solutions
MTSI
$23.7B
$1.55K ﹤0.01%
+7
New +$1.56K
16 17
18
19 20

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P3I
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LPU
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SGF
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Atwood & Palmer's Q1 2026 Portfolio in Review

As of Q1 2026, Atwood & Palmer held 562 positions worth $1.77B, up 0.7% from $1.76B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Atwood & Palmer's Q1 2026 filing shows 76 new, 100 increased, 96 reduced and 31 closed positions. Its largest new stake was Nokia: 2,460,760 shares worth $19.8M. The largest sale was DraftKings, an estimated $14.6M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Healthcare and Financials.

  • Atwood & Palmer's largest Q1 2026 buy was Nokia: 2,460,760 shares worth $19.8M.
  • Atwood & Palmer added most to Alibaba in Q1 2026, an estimated $15.1M increase.
  • Atwood & Palmer's biggest Q1 2026 reduction was DraftKings, cutting an estimated $14.6M.
  • Atwood & Palmer fully exited Janus Henderson B-BBB CLO ETF in Q1 2026, selling an estimated $934K.
  • Atwood & Palmer's ten largest holdings make up 32% of its $1.77B portfolio in Q1 2026.
  • Atwood & Palmer opened 76 new positions and closed 31 in Q1 2026.
  • Atwood & Palmer's portfolio value rose 0.7% quarter-over-quarter to $1.77B.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.